Bloomberg Intelligence Disney Says Film Studio’s Expenses Weigh on Current Quarter
21 snips
Nov 13, 2025 Geetha Ranganathan, a U.S. media analyst, dissects Disney's disappointing Q4 results, emphasizing challenges in studio expenses versus the success of parks and streaming. Woo Jin Ho, a senior tech analyst, highlights Cisco's positive earnings and its potential to capture AI spending, projecting significant revenue growth. Poonam Goyal, an e-commerce analyst, explores the athleisure market, pointing to Adidas's resurgence and Nike's continued dominance while analyzing competitive pressures and product innovations. Their insights reveal the evolving dynamics of these major industries.
AI Snips
Chapters
Transcript
Episode notes
Divergent Drivers Inside Disney
- Disney's parks and streaming drive profitability while networks and studios drag results.
- Geetha Ranganathan says the studio and linear TV weaknesses weighed on the quarter's narrative.
Use Bundles To Reduce Churn
- Bundle offerings reduce churn and enable price increases according to Disney's strategy.
- Geetha recommends using bundles as the main driver of future earnings growth.
One-Stop Shop For Sports Content
- Disney aims to build a one-stop streaming sports destination by expanding partnerships.
- Geetha says ESPN Ultimate could aggregate other networks' content to reduce fragmentation.